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Welcome to Widow, Wisdom & Wealth with Donna Kendrick. On each show, Donna will aim the intimidation out of financial planning, so your family can handle any transition that comes its way.

From investing to retirement, Donna will cover all angles of financial planning. If you have a 401(k), IRA or other investments and want to know how you can protect your hard earned assets and live a life of financial success, then this is the show for you.

If your financial life feels unclear or uncertain, then listen to the episodes of this show to gain confidence and clarity.

Donna is a Certified Financial Planner, a Certified Divorce Financial Analyst, and the founder of Sephton Financial in Wyndmoor, Pennsylvania.

Visit her website at https://sephtonfinancial.com/ or get in touch by calling 215-948-3945.

Sephton Financial
8200 Flourtown Ave, Suite 1B
Wyndmoor, PA 19038

Registered Representative offering securities through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity. Sephton Financial, LLC and Cetera are not affiliated.

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  2. Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 2)

Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 2)

Aug 8, 2023

Welcome back to part two of our discussion on resolving financial tension between couples. In this episode, we'll explore five more common areas of financial tensions: emergency fund size, charitable contributions, handling inheritances, insurance needs, and financial management style. Stay tuned to learn how advisors like Donna work to resolve conflicts in these areas as they arise. 

 

Here’s some of what we’ll discuss in this episode:

  • Agreeing on the right amount to have in an emergency fund. (3:06)
  • Being on the same page about charitable contributions. (7:02)
  • Deciding what to do with an inheritance. (10:25)
  • Having protection planning conversations about insurance and long-term care. (13:49)
  • How do you want to handle financial management in retirement? (16:36)

 

Get additional financial information: https://sephtonfinancial.com/podcasts/